Mariner
VPU

Mariner’s Vanguard Utilities ETF VPU Stock Holding History

Mariner’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29M Sell
27,014
-14,191
-34% -$2.78M 0.01% 1008
2026
Q1 		$8.16M Buy
41,205
+19,726
+92% +$3.83M 0.01% 835
2025
Q4 		$3.97M Buy
21,479
+1,893
+10% +$363K ﹤0.01% 1115
2025
Q3 		$3.71M Buy
19,586
+497
+3% +$91K ﹤0.01% 1069
2025
Q2 		$3.37M Buy
19,089
+2,863
+18% +$494K ﹤0.01% 1040
2025
Q1 		$2.77M Buy
16,226
+4,902
+43% +$828K ﹤0.01% 1068
2024
Q4 		$1.85M Buy
11,324
+447
+4% +$76.5K ﹤0.01% 1261
2024
Q3 		$1.89M Sell
10,877
-146
-1% -$23.5K ﹤0.01% 1218
2024
Q2 		$1.63M Buy
11,023
+21
+0.2% +$3.13K ﹤0.01% 1218
2024
Q1 		$1.57M Buy
11,002
+1,062
+11% +$144K ﹤0.01% 1234
2023
Q4 		$1.36M Buy
9,940
+2,007
+25% +$265K ﹤0.01% 1243
2023
Q3 		$1.01M Buy
7,933
+37
+0.5% +$5.17K ﹤0.01% 1317
2023
Q2 		$1.12M Sell
7,896
-233
-3% -$34.1K ﹤0.01% 1235
2023
Q1 		$1.2M Sell
8,129
-2,917
-26% -$432K ﹤0.01% 1184
2022
Q4 		$1.69M Sell
11,046
-759
-6% -$112K 0.01% 995
2022
Q3 		$1.68M Buy
11,805
+659
+6% +$105K 0.01% 846
2022
Q2 		$1.7M Buy
+11,146
New +$1.75M 0.01% 755
2022
Q1 		– Sell
-10,428
Closed -$1.63M – 1405
2021
Q4 		$1.63M Buy
+10,428
New +$1.54M 0.01% 702

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mariner's VPU Position: Q2 2026 in Review

Mariner reduced its Vanguard Utilities ETF (VPU) stake by 34% in Q2 2026, selling an estimated $2.78M and leaving 27,014 shares worth $5.29M. The position accounts for 0.01% of the portfolio, ranked #1008.

Mariner first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.16M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Mariner held 27,014 shares of Vanguard Utilities ETF worth $5.29M as of Q2 2026.
  • Mariner sold 14,191 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.78M.
  • Vanguard Utilities ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #1008 holding.
  • Mariner first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
  • Mariner's Vanguard Utilities ETF position peaked at $8.16M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.